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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: With the world feeling a little uneasy about a pending recession, I want to keep only holdings that will weather a downturn. I'm not trying to time the market, and want to hold stocks, that while they may dip, have good balance sheets, good management, and will likely see a recovery. Others I will sell and hold the cash. Above are my current holdings. Do you see any that may be susceptible to excessive weakness in a recession and would therefore meet my sell criterion? Thanks,
Kim
Read Answer Asked by Kim on August 27, 2019
Q: When I look at the latest Q&A from Feb. of 2019 on the CSU website Mark Leonard makes reference that it is difficult to find acquisition companies like CSU that have high ROIC but when Leonard did a screen for CSUs board he was able to find 6 companies out of 4000 with ROIC comparable to CSU. Any ideas how to screen for these companies or what companies Mr. Leonard might be talking about? Thx
Read Answer Asked by blake on August 20, 2019
Q: Hello. In monitoring my equity investments, I note that SHOP is now 8.3% of my total stock portfoliio while CSU has reached 7.5% of that same total. My question is whether it is too risky to let these run -- or trim them back now. Thanks!
Read Answer Asked by RANDALL on August 01, 2019
Q: I have gains that account for two 8% positions in my TFSA in both CGI Group and Restaurant Brands. I was thinking of selling either CGI Group or Restaurant Brands and replacing that one position with three smaller positions in Constellation Software, Enbridge and Brookfield Infrastructure.

Would this be a move you endorse to increase dividend income and eps growth potential, and if so which of CGI Group or Restaurant Brands would you sell?

Thanks.

John
Read Answer Asked by john on August 01, 2019
Q: Hi, Could you please post the earning estimates for the quarterly results expected later this week. Thanks
Read Answer Asked by rajeev on July 30, 2019
Q: Your Analytics program has provided a convenient tool to see the weightings in my overall portfolio. From this I have learned that while there are some with larger percentages I have many positions between 1 - 2% weighting. Sometimes this resulted from my having initiated small purchases and sometimes from falling share values. In any event, I wonder if I am spread too thin? I guess one part of this is that the small positions will not move the dial. On the other hand, quite often your members ask what you might recommend when looking at choosing between 2 stocks and the answer suggests having both, for better diversification.
1. So my first question is whether positions of 1 - 2 % are too small or is this good diversification?
2. In this context, my next questions are about positions of 1.57% and 1.42% in Enghouse and Kinaxis; are these positions too small and if so, which would you sell and which to keep / add to? And similarly, positions of 1.39% and 1.18% in Parex and Suncor. If these positions are too small, which to sell and which to keep / add to?
3. In a similar vein, I have one or two positions that have suffered from considerable declines in share value and there is .36 and .56 of a position. What should I do if I do not want to sell, either because I still believe in the prospects or because it is too painful to sell just now. I often see your answers suggesting you do not believe in averaging down but holding such a small position seems not effective.
4. My last question is about Constellation Software. It is of course one of the better performers and partly as a result presently I have a weight of just under 3.5%. Given its success, would you recommend adding to have a larger position, and if so, how much?

Thanks for your excellent service.
Read Answer Asked by Leonard on July 18, 2019
Q: Hi Have my TFSA in these tickers. Doing very well (THANK YOU), I'm thinking I would like to park it, small growth, dividends, capital preservation comes to mind.
Would you please make some suggestions (stock, etf, etc) to help me accomplish this.
Thank you 5i!
Read Answer Asked by Fernando on July 12, 2019
Q: I currently am a holder of the following three companies. I consider CSU as an A+ quality, legacy wide-moat company and an A+ capital allocater. Conversely I consider Brookfield of similar nature in reinvestment skills, but as more of a B+ ranking. I consider Broadridge as a legacy wide-moat company, but once again I would rank it as a B+ here.

My question is if you know of any other companies that have these wide legacy moats and strong reinvestment skill similar to that of CSU. Especially down in the U.S. Perhaps you could list out 4-5 possibilities?

Thanks,

Liam
Read Answer Asked by Liam on July 09, 2019
Q: Hi,
I need to increase my Technology Sector. I started with full positions in CSU, which has doubled, and KXS (which is flat), and a half position in Open Text.

What would you do hear to increase my sector holding by 50%?

Thanks,
Robert
Read Answer Asked by Robert on July 03, 2019
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